PENG - Penguin Solutions

Noted as a 5.75% holding in HBMX doing AI compute, cloud infrastructure, and chip design for memory; host calls it 'good' but does not recommend buying it directly.

Host describes it as a trading name, not a long-term hold; it exploded then fell 50% in two weeks.

Trump's accounts bought Penguin Solutions. AI infrastructure plumbing, tiny and under the radar.

Up 280% in two and a half months, showing strong momentum. Ross advises using trailing stop losses (low of each day) to ride the momentum while protecting gains.

PENG launched the industry's first production-ready CXL-based KV cache server with up to 11 terabytes of pooled memory for AI inference. It has a tier one financial institution as its first customer and signed five new AI/HPC customers in Q2. Like KLIC, it held near its highs during the sector sell-off. The host says these are 'the two names I want to own.'

Penguin Solutions provides CXL-based key-value cache memory pooling technology that enables enterprises to deploy Agentic AI at scale. Their technology solves the 5-10x memory multiplier problem of AI agents by pooling memory across machines. Integrated memory revenue grew 53% YoY, they lifted full-year guidance to 12% sales growth and $1.30 earnings, and Rosenblatt raised the price target from $32 to $54. The stock held bid at ~$47 during the sector sell-off, signaling institutional support.